The Line item field definition dialog
To access this dialog: Using Optimize, right-click a line item field in the Line item learning dialog and select Properties.
Use this dialog to specify the field settings for a line item field. Depending on the field type and other factors, some of the settings can be disabled.
| General – These settings affect all line item fields in the column. | |
| Name | The name of the field profile as it appears in the invoice profile. |
| Field type | Specifies the field type and determines what business logic is used. |
| Type | The format type of the field. |
| Numeric, Alpha, uppercase, Alpha, lowercase, Special characters, Space | Specifies the field format. |
| Specification | Defines the format specification that describes which characters are allowed and the field length. |
| Position – These settings affect all line item fields in the column. | |
| Must exist | The field must appear on the invoices. Do not select this setting if the field is in some line items but not in all of them. |
| Left | The field value is left aligned. Select both Left and Right if the field value is justified. |
| Right | The field value is right aligned. |
| Currency – These settings affect all line item fields in the column. | |
| Currency notation | Specifies the currency notation that the field uses. |
| Before amount / After amount | Indicates where the notation occurs in relation to the value. |
| Options – These settings affect only the selected line item field. | |
| Decimal places | This setting is not available for line item fields. |
| Interpretation – These settings affect all line item fields in the column. | |
| Security | Specifies the interpretation security. |